List
Fee-only retirement planning specialists
Retirement planning as a specialty covers the full arc: accumulation modeling, the catchup window, drawdown sequencing, Social Security timing, Medicare coordination, and the long tax-strategy work that integrates them.
Fee-only onlyRetirement planning
By the numbers
The Wellspent public graph lists 7,304 fee-only financial advisors focused on retirement planning at 3,218 firms, most in Houston, San Diego and Austin. 46% hold the CFP certification. Of the 7281 with fees on file, 87% charge percentage of assets.
- Advisors listed
- 7,304
- Firms
- 3,218
- Cities
- 1,467
- Hold the CFP
- 46%
- Other credentials: CFA 8% · CPA 2% · EA 2%
- How they charge (of 7281 with fees on file): percentage of assets 87% · fixed fees 47% · hourly 45% · ongoing planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
7304 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lelamarie Kelly | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Lily Evans | Evans Wealth Management | Duluth | Not listed | Percentage of assets, Hourly |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Lindsay Shetterly | Glassman Wealth | Vienna | Not listed | Percentage of assets, Fixed fees |
| Liran Amir | SKP Wealth | Glendale | Not listed | Percentage of assets, Hourly |
| Lisa Clements | Clear Springs Wealth | Bucyrus | Not listed | One-time planning fee, Ongoing planning fee |
| Lisa Harwood | Ventura Advisors | Woodland Hills | CFP | Percentage of assets, Hourly |
| Lisa Pendley | 8th Street Investments | Alexandria | CFP | Hourly, Flat fee or retainer |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Lisa Stroud | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Lloyd Wong | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Lois Crichton | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Lori Hannemann | Clear Ridge Wealth Management | Kalamazoo | Not listed | Percentage of assets |
| Lori Liffring | Cambridge Advisors | Omaha | CFA | Percentage of assets, One-time planning fee |
| Luke McClure | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Luke Sauter | Vidarrow Investment Advisors | Arlington Heights | PFS | Percentage of assets, Hourly |
| Madison Carleton | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Madison Caswell | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Madison Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Maia Babbs | Lariat Wealth Management | Denver | CFA | Percentage of assets |
| Marc Bacsafra | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Marc Roth | Elmwood Wealth Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Margaret Horsley | Glassy Mountain Advisors | Washington | CFP | Percentage of assets |
| Maria Ojeda Partida | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Mariah Magana Mayorga | Tower View Wealth Management | Oshkosh | Not listed | Percentage of assets, Hourly |
| Marisa Facciolo | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Mark Eid | Acts Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Mark Herman | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Mark Nicholas | Transform Retirement | Green Bay | Not listed | Flat fee or retainer |
| Mark Okamoto | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Mark Sumsion | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Mark Tennenbaum | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Marshall Rathmell | BCR Wealth Strategies | Vestavia | CFP, PFS | Percentage of assets |
| Martin Boney | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Martin Standish | Towneley Capital Management | Laguna Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Mary Hughes | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |
| Matthew Augspurger | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Matthew Benson | Sonmore Financial | Chandler | CFP | Percentage of assets, Fixed fees |
| Matthew Calcagno | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Matthew Curfman | Richmond Brothers | Jackson | CFP | Percentage of assets, Hourly |
| Matthew Dawson | Rede Wealth | Charlottesville | CFP | Percentage of assets, Fixed fees |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Matthew Fox | Ithaca Wealth | Memphis | Not listed | Percentage of assets |
| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
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